Commusoft + Trello
Create new Commusoft customers from new Trello cards
When a new card is added in Trello, this workflow leaps into action and crafts a new customer form in Commusoft. It's ideal for businesses that need to streamline their client onboarding process, making it easier to keep track of new customers directly from their project management tasks. With this seamless interaction between the two applications, your customer management becomes a simple, organized process.
When a new card is added in Trello, this workflow leaps into action and crafts a new customer form in Commusoft. It's ideal for businesses that need to streamline their client onboarding process, making it easier to keep track of new customers directly from their project management tasks. With this seamless interaction between the two applications, your customer management becomes a simple, organized process.
- When this happens...New Card
Triggers when a new card is added.
- automatically do this!Create New Customer
This action always create a new customer in Commusoft. Before using this action please ensure the given customer is not there in Commusoft.
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